SF

Seek First Portfolio holdings

AUM $123M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$16.7M
3 +$12.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.42%
2 Consumer Discretionary 4.49%
3 Financials 1.36%
4 Healthcare 0.63%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BSCQ icon
51
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$211K 0.19%
+10,824
NTAP icon
52
NetApp
NTAP
$22.6B
$207K 0.18%
+2,357
QLD icon
53
ProShares Ultra QQQ
QLD
$10B
$203K 0.18%
+2,285